Charity Search / BERKSHIRE COUNTRY DAY SCHOOL INC
Education (B24Z) IRS Verified DX Registered 990 on File

BERKSHIRE COUNTRY DAY SCHOOL INC

EIN: 04-2030686 · LENOX, MA 01240-0867 · United States · FY 2023 Data
3 out of 5 56 / 100 Based on one year of filings
Financial strength (30%) 87/100
Reliability (20%) 55/100
Effectiveness (25%) 75/100
Impact (25%) No data yet
Financial data: FY 2023 · Scored 9/13/2026
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Mission Statement

Berkshire Country Day School exists to inspire the individual promise of every student, that each may become an exemplary citizen of the world. PHILOSOPHY Berkshire Country Day School is dedicated to encouraging academic excellence at the highest level and to realizing each student’s potential for well-rounded development. We provide a stimulating and challenging education in a supportive and nurturing environment. In the spirit of inquiry and discovery, students learn to be resourceful and responsible. In an atmosphere of mutual respect, students learn about community and caring for others. Berkshire Country Day School is a place where each student can meet success as a 21st century learner. VALUES Our values guide us to engage members of the school community in the shared responsibility of fostering students’ growth and supporting their individual talents and passions. Originality-We provide learning activities that inspire creativity and thoughtful reflection in an environment where each student is nurtured, celebrated, and encouraged to take risks. Quality-We promote academic excellence and scholarship so that each student can flourish and succeed through a vigorous curriculum and an extensive offering of arts and athletics. Respect-We empower acts of inclusion and acceptance with due regard for the feelings, wishes, rights, and traditions of others. Sustainability-We educate our community about the impact of our actions and behaviors on the environment and instill practices that protect its long-term viability. Community-We establish trust, cooperation, and accountability within an atmosphere of belonging where we all invest in the success and well-being of each other. Wellness-We ensure the physical, social, and emotional health of each community member. Citizenship-We guide all members of our diverse school community to become ethical, engaged, and informed global citizens.

Financial Overview — FY 2023
$3.2M
Total Revenue
$3.1M
Total Expenses
$5.1M
Net Assets
40
Employees
Revenue Sources
Expense Breakdown
Program Expense Ratio 69.3%
Fundraising Efficiency N/A
Operating Reserve 20.21x
Liability-to-Asset 20.9%
Revenue Diversification 73.3%
Executive Compensation $187K
Compared with Peers
FY 2023
Compared with 11,226 similar organizations (United States, Education, $1M–$10M in expenses), FY 2023.
This organization Middle half of peers (P25–P75) Peer median
Ratio This org Peer median Position (P10 → P90)
Program expense ratio
Program expenses / total expenses · higher is better
69.3% 84.5%
P10P90
Bottom quarter
Admin expense ratio
Management and general / total expenses · lower is better
30.7% 13.0%
P10P90
Bottom quarter
Fundraising expense ratio
Fundraising expenses / total expenses · lower is better
0.0% 0.0%
P10P90
Top quarter
Operating reserve
Months of expenses covered by net assets · higher is better
20.2 mo 8.6 mo
P10P90
Above median
Liabilities to assets
Total liabilities / total assets · lower is better
20.9% 23.0%
P10P90
Above median
Revenue concentration
Share of revenue from the largest source · lower is better
73.3% 90.7%
P10P90
Top quarter
Revenue growth
Year over year revenue growth
17.3% 7.5%
P10P90
Expense growth
Year over year expense growth
5.5% 11.6%
P10P90
Surplus margin
Surplus as a share of revenue
4.8% 3.2%
P10P90
Financial History
Year Revenue Expenses Net Assets Program % Staff
2023 $3.2M $3.1M $5.1M 69.3% 40
2022 $2.7M $2.9M N/A — 41
2021 $4.1M $2.7M N/A — 48
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Organization Details
EIN
04-2030686
State
MA
City
LENOX
ZIP
01240-0867
Classification
B24Z
Category
Education
Rating
3★
Coverage
B
Last Updated
Aug 2026
IRS Ruling Year
1946
Foundation Code
11
Form 990
On File
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